Premier Relationship Manager_Digital Banking Kotak 811-Sales_Faridabad
Core
Acquiring and managing High Net Worth Individuals (HNIs) to deliver personalized banking experiences and cross-sell products.
Role type
Premier Relationship Manager (Digital Banking)
Builds
Personalized banking experiences and integrated financial solutions for HNIs
Domain
Digital Banking / Wealth Management
Deliverable
client delivery
Required skills
HNI acquisition, relationship management, cross-selling, consultative selling, client event planning, complaint resolution, target achievement
Preferred skills
proactive communication, internal coordination, product knowledge
Responsibilities
Acquire new HNI customers and expand existing relationships. Source new customers through individual efforts and acquisition channels. Cross-sell bank products to mapped branch customers. Inform clients about new products and enhancements. Plan and execute special sales initiatives and client events. Coordinate with group companies to offer integrated financial solutions. Maintain complete relationship records for assigned customer accounts. Track and resolve customer complaints and queries. Meet defined sales and relationship management targets.